MR SHIFT ๐ฆ
@KevinWSHPod โข 63,156 subscribers
๐๏ธ When Shift Happens - I sit down weekly with the most Credible People in Bitcoin & Crypto
Videos
E174: Tarek Mansour - Launching the First Regulated Perps In The U.S and building the next generation of financial markets Tarek Mansour is the co-founder and CEO of Kalshi, the first regulated prediction market exchange in the US, valued at $22 Billion. He grew up in Lebanon with a single mom, studied at MIT, worked at Citadel, and spent 6 years years building a company most people ignored before it finally took off. We talk about what it actually takes to not give up, why markets are better at finding truth than experts, why Kalshi is launching the first regulated Perps in the US, and how his team is building what he calls the next generation of financial markets. Timestamps: 0:00 Intro 1:54 Urgency 3:11 Anime 4:53 Who is Tarek? 7:02 Mathematics & Certainty 9:10 Tarek's chip on the shoulder 13:33 Partnerships: Trezor Bitwise 15:19 Resilience 16:31 Entrepreneurship is Therapy 18:23 The startup emotional rollercoaster 22:16 Showing up for 2000 days with no results 24:45 First time Founder advantage 26:40 When Kalshi almost made it, but did not 29:54 Partnerships: KAST 31:19 Focus Inputs, Not Results 33:16 The Kalshi beginnings story 36:00 The True Innovation Of Prediction Markets 38:28 How Prediction Markets Revolutionize The Media 41:37 Prediction Markets and Hedging explained simply 44:55 Leverage In Prediction Markets 47:16 Partnerships: Jupiter Ethena 48:00 Insider Trading 51:19 Insider Trading Rules enforcement: who is responsible? 55:26 How Kalshi spots Suspicious Behavior 56:59 Tarek's Honest View On Crypto 59:41 Launching the first Regulated Perps In The U.S 1:00:30 What Does Regulated Perps Mean? 1:02:22 Was Kalshi perps launch inspired by Hyperliquid? 1:03:41 Competition 1:05:58 Kalshi Endgame 1:07:06 What is Kalshi doing with the billions of $ they raised 1:08:31 Happiness and engagement 1:13:08 One Thing Tarek Should Let Go Of 1:14:18 Closing Thoughts
MR SHIFT ๐ฆ410,970 views โข 2 days ago
. Michael Saylor argues Bitcoin's dominance has nothing to do with belief - it follows the exact same pattern as every winning protocol in human history. "There is no second best math protocol. There is no second best language." "Once a protocol hits critical mass, there's a massive network effect. And all of the money and the power and the influence of the world follows." "Learn Arabic math. Learn to read English. Learn Bitcoin. If you want to be wealthy and powerful. Because that's where all the money is." Strategy
MR SHIFT ๐ฆ131,241 views โข 1 day ago
E172: Michael Saylor: Why Hard Work Won't Make You Rich Michael Saylor is the chairman of Strategy - the world's largest corporate holder of Bitcoin with over 840,000 BTC and $65+ billion deployed. He bought his first Bitcoin in 2020 when the Fed cut rates to zero hasn't stopped since. With WSH, I always want to go much deeper than the current narrative and thatโs exactly what we did here. We gradually moved past the surface and into the things that really shaped Michael. We talked about his childhood, growing up in a military family, buying domain names in the 1990s and flipping them for tens of millions, losing $6 billion of his net worth in a single day during the dot-com bubble, his great Apple bet in 2012, why working hard won't make you rich, why you should mortgage your house but probably not sell your kidney to buy BTC, why "THERE IS NO SECOND BEST", and a lot more. The conversation lasted more than two hours, much longer than originally planned, and it was just amazing. I hope you enjoy it as much as I did. Timestamps: 00:00 - Intro 03:05 - Explain what you do to an Uber driver 05:35 - Advice for Rick, the struggling Uber driver 07:07 - Who is Michael Saylor? 11:02 - Sponsors Trezor & Bitwise 11:48 - Kevin's Business Intelligence Company 13:14 - Michael's childhood and chip on the shoulder 17:56 - Has Michael conquered the world yet? 19:49 - Just because you can, doesn't mean you should 28:23 - Sponsors KAST & Sumsub 30:02 - Low time preference and scarcity 43:50 - Buying and flipping domain names for tens of millions 55:11 - Bitcoin is a lifeboat 1:01:31 - Should you mortage your house to buy Bitcoin? 1:09:50 - The great $60B in Bitcoin bet: risks 1:15:32 - Sponsors Jupiter , Ethena 1:16:16 - Sell the kidney if you must but keep the Bitcoin 1:20:14 - What's the endgame for Strategy? 1:28:16 - Where does Bitcoin price end? 1:29:36 - Where would Bitcoin price be without Michael Saylor? 1:31:06 - What is STRC? 1:35:34 - Should my mom put her life savings in STRC? 1:37:12 - How do you always invent new ways to buy more Bitcoin? 1:49:19 - From God to Madman every 6 months: handling insane volatility 1:51:49 - How Michael lost $6 Billion of his net worth in one single day in 2000 and then watched MSTR go down another 99% 1:59:09 - Why Michael doesn't have children 1:59:44 - Why working hard is the worst advice you can get 2:07:37 - Why THERE IS NO SECOND BEST, there is only one crypto asset 2:15:03 - Thanking Michael from the whole crypto industry
MR SHIFT ๐ฆ757,475 views โข 13 days ago
E173: Raoul Pal - Why I won't sell, why AI Agents' TAM is infinite and why it's it all so f*cking obvious Raoul Pal is back on When Shift Happens for a fun episode full of swearing and well needed hopium while the industry is in full crisis and depression. This time we cover the race to AGI, why crypto got left behind while Nasdaq ran, and why Raoul thinks the worst of that correction is over. We also get into what he's actually buying (moar $SUI and some $ZEC), his framework for valuing layer ones, and why he thinks most traders are just burning energy. Timestamps: Introduction Traveling Non-Stop & Kast Card Discussion Why Steak & Eggs Seems Expensive But $1000 NFTs Donโt What Raoulโs Been Up To The Past 4 Months Why The Stock Market Never Ceases To Grow What Is The Economic Singularity? Partnerships: Trezor Bitwise Is It Still Early To Invest In AI? Is Crypto Superior To AI Investment Wise Cryptoโs Reasons For Going Up Forever Bitcoin Going From $126k - $60k Is A Nasty Correction Are Early Investment Opportunities No Longer Possible Why Raoul Started Buying $ZEC What Are The Left & Right Curve Trades? Partnerships: KAST Sumsub How Raoul Thinks About Allocation With Zcash Raoulโs Thoughts On Hyperliquid & $HYPE Token How Layer Ones Will Accrue More Of Cryptoโs Value How To Measure Intelligence For Layer Ones Why The Biggest User Of DeFi & Crypto Payments Will Be AI Agents Why DeFi Isnโt Dead According To Raoul Why All Financial Rails Are Moving To Blockchain Rails Why Digital Art Will Accrue Massive Value Over Time How Do You Structure An NFT Portfolio? What Kind Of Investor Is Interested In An NFT Fund Partnerships: Jupiter Ethena Should People Only Focus On The Top Tier NFTs Raoulโs Plan To Lend Against NFTs Is Bitcoin A Proxy Trade For AI Why You Should Never Sell Unless You Have To The Numbers Behind Buying & Holding vs Trading Why Volatility Makes People Think Crypto Is Easy To Trade Raoulโs Advice On Developing Patience Why People Should Stay In Crypto Why Thereโs Hope For Crypto In 2026 & 2027 The Kindest Thing Anyone Has Ever Done For Raoul Closing Thoughts
MR SHIFT ๐ฆ229,728 views โข 6 days ago
. Raoul Pal reveals he's been buying $ZEC during this recent market correction, and why he thinks it could be worth 5-10% of Bitcoin "In the world of store of value, there was only one really. But now we've got another one: Zcash ๐ก๏ธ - Bitcoin with privacy." "I talked to Barry Silbert about this the other day. To assume it could be 10% of Bitcoin, 5% of Bitcoin - that's great, in terms of how much economic value it has." "Privacy in the world has value for people, and I think people will understand that more." Podcast out this Thursday! Real Vision
MR SHIFT ๐ฆ127,295 views โข 7 days ago
E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl (fka Zashi) 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts
MR SHIFT ๐ฆ554,184 views โข 3 months ago
E169: Bitwise - $400 trillion is looking for somewhere to go and Bitcoin is the new option Hunter Horsley is CEO of Bitwise, a crypto specialist asset manager with over $15 billion under management. He's watched institutions circle this space for seven years. Right now, he says, is the most bullish moment he's ever seen - and he's got specific reasons for that. Timestamps: 0:00 Introduction 1:55 Coffee & Swiss People Discussion 3:36 Is Hunter ADHD, The Operator, Or A Mix Of Them Both 7:28 Partnerships: Jupiter KAST 8:08 How Hunterโs Relationship With Avichal Led To Bitwiseโs Creation 11:28 The Advantages Of Being Based In San Francisco 17:56 Why Will Crypto Eat Capital Markets In The Next 12 Months 21:22 Key Trends Within Institutions That Keep Hunter Optimistic About Cryptoโs Future 24:19 Partnerships: Ethena Sumsub 25:21 Hunters Response To โI Missed The Bitcoin Opportunityโ 30:17 Hunterโs Thoughts On Thinking Exponentially About Cryptoโs Growth 35:58 How Are People Underestimating Bitcoins Usage Over The Next 10 Years 38:24 Crypto Is Creating A New Class That Thinks Differently About Money 46:17 Partnerships: Trezor Bitwise 47:01 Whatโs Relevant For 25-50 Year Old Investors who Arenโt Crypto Savvy 52:02 Why You Should Watch When Shift Happens 57:31 Closing Thoughts
MR SHIFT ๐ฆ143,265 views โข 1 month ago
E168: Bybit - The CEO Who Went on a Podcast 3 Days After a $1.5B Hack and Made it all Back in 8 Months Ben Zhou, the co-founder and CEO of Bybit, reveals how he led the company back from the biggest crypto theft in history - filling the $1.5 billion hole in just 8 months while still paying bonuses and dividends. In this episode, Ben shares the untold story of the recovery, Bybit's growth to 85 million users, and his vision to merge banks, brokers, and exchanges into crypto's next financial super-app. Timestamps: 0:00 Introduction 1:39 Please Subscribe 2:04 Why Ben Is Meeting With Prime Ministers 5:52 Partnerships: Jupiter KAST 6:32 The Most Fun Part About Building In Crypto 8:16 Why Ben Would Go On A Podcast 3 Days After Losing $1.5B 11:00 How Does ByBit Use AI To Run Their Business 16:22 When Did Ben Realize AI Was Game Changing For The Business 17:47 How Do You Measure A $150 Million F1 Sponsorship Deal 21:47 Why Did ByBit Sponsor The Stockholm Opens 23:07 Why Ben Is So Hands On With ByBit Decisions 25:33 Partnerships: Ethena Sumsub 26:35 The Most Surprising Thing Ben Learned From The ByBit Hack 28:06 How Do You Deal With An Outside Party When Big Issues Happen 30:20 Benโs Message To Anyone Dealing With A Big Crisis 32:51 How Ben Managed The Negative Spotlight 36:51 How Big Is ByBit Today In Terms Of Key Numbers 37:38 How Do You Take ByBit To The Next Level 39:09 Whatโs The Endgame For ByBit 40:03 What Is Byreal 42:34 Does Ben See A World Where DEXes Takeover CEXes 43:13 What Is ByBit Doing With Ethena 45:06 Benโs Thoughts About The Ethena Partnership 46:05 Benโs Opinions On Hyperliquid As A Competitor 49:34 Partnerships: Trezor Bitwise Sui 50:30 Whatโs ByBit Doing To Prepare For An AI Driven World 53:56 The Evolution Of Crypto vs AI 56:57 What Makes Ben Happy 57:21 Does Ben Feel Happier Now That Heโs Rich 58:30 One Thing Ben Is Holding Onto That He Should Let Go Of 59:04 What Ben Does With His Money 1:00:14 What Does The Voice In Ben's Head Tell Him 1:02:58 One Thing Benโs Learned That You Can Takeaway Today 1:04:11 Who Is Ben Zhou 1:06:20 Closing Thoughts
MR SHIFT ๐ฆ127,347 views โข 1 month ago
E152: Raoul Pal: Buy the F*cking Dip! For our last podcast of the year, I flew to Dubai to record our 4th WSH episode with Raoul Pal. As ever, it was a blast, and an absolute banger full alpha on how to navigate crypto in 2026 Enjoy! Timestamps 0:00 Introduction 1:40 Please Subscribe 2:06 Getting Sick, Conferences, & Podcasts 4:04 From God to Moron every 6 months 6:13 Online FUD and state actors 12:36 Is It Realistic To Put All Your Hopes & Dreams Into Crypto? 15:13 Partnerships: Jupiter Paradex KAST Zashi is now Zodl 18:46 Buy & Hold 21:38 Liquidity Is The Name Of The Game 26:59 The Minimum Regret Portfolio 29:25 Chat GPT and Onchain Metrics 30:47 Does Raoul Follow His Own DTFU Framework? 36:33 Partnerships: Trezor Sui Story 37:47 Naval and Balaji bullish on Zcash: the God signal? 40:24 When will Raoul buy ZCash? 43:20 Is DCA'ing BTC forever not the only true proven way to make money? 47:17 Kevinโs Learnings From Silicon Valley & Raoulโs Thoughts 54:26 Silicon Valley vs Wall Street crypto frameworks 56:21 Exponential Growth 1:03:28 The Internet vs Bitcoin similarities 1:09:43 Raoulโs Portfolio for 2026 1:11:48 Raoul's Honest Thoughts On SUI In Late 2025 1:15:33 How Do You Ensure that onchain Data is not faked? 1:16:19 Where do the SUI Network Users Come From? 1:17:35 Being Paranoid In Regard To Crypto data 1:21:03 Luck 1:22:50 The Superpowers of Podcasting 1:26:47 What does Raoul do with his monthly income? 1:28:13 Whatโs Happening With NFTs? 1:35:27 The Upstream Of All Wealth Leads To Art 1:38:53 Buy the f*cking Dip? 1:45:50 Conviction 1:46:37 Is 2026 bullish or bearish: Insider info 1:47:55 How To Make it in Crypto In 202 Real Vision
MR SHIFT ๐ฆ486,741 views โข 5 months ago
E171: Coinsilium - Prediction markets, AI agents, and the next big trade Eddy Travia is the CEO and co-founder of Coinsilium, a publicly listed crypto accelerator on a London Exchange. He's been in this space since 2013. We cover Coinsilium's wild 2025, the limits of the Bitcoin treasury model, and why Eddy is now positioning around prediction markets and the agentic economy. Timestamps: Introduction Tea & Coffee Discussion What Would Eddy Do If he Got $10 Million Today Why Does Crypto Make Sense In A World In Crisis Partnerships: Jupiter KAST Who Is Eddy Travia? Why Eddy Backed WSH Early? What Is Coinsilium Explained Simply What Coinsilium Dealt With Last Year What Did Coinsilium Do Right In 2025 Despite The Criticism The Yellow Network Bet Why Yellow Matters? Partnerships: Ethena Sumsub Eddyโs Further Thoughts On The Yellow Investment Has Anything Good Come Out Of Crypto Lately? Why You Need To Be A VC To Win In Crypto How To Play Prediction Markets How to Position For High-Traction Markets How The Investor Environment Is Changing and Why He Backed Otomato ๐ด How This Changes Eddy's Investing What Companies Should Know About The AI Agents Era How AI Agents Change Fundraising Should The Crypto Industry Fear The AI Brain Drain Partnerships: Trezor Bitwise Is Eddy Still Bullish On Crypto? Is The $1M Bitcoin Dream Dead? Closing Thoughts
MR SHIFT ๐ฆ58,054 views โข 20 days ago
E158: Avichal - Electric ฯ Capital - The $5M Bitcoin case, ETH is 2019 Bitcoin, and why crypto is still very niche Avishal who co-founded Electric Capital, was the first investor in Bitwise, and has backed some of the most important crypto infrastructure companies at seed before any of it was cool. He also shares how growing up as the outsider, the only brown kid in 90s Kentucky, gave him a lens on crypto that most Silicon Valley couldn't see. Timestamps: 0:00 Introduction 1:38 Please Subscribe 2:04 Plastic Surgery, Important For Online Presence? 4:26 KAST Card Plug & My Life Is Built On Stable Coins 6:24 Why Avichal Wears A Cap All The Time? 8:05 What Can You Tell Us About Bitwise 9:51 The People Who Built Bitwise Are Geniuses Or? 10:53 Lessons From Silicon Valley About Beliefs 12:30 Partnerships: Jupiter KAST 13:06 What Fuels Belief For Successful Entrepreneurs 15:17 Will The Next 50 Elonโs Be Found Or Make It Themselves 18:22 Your Mission Is Finding This Talent & Unlocking 100x Potential In Humanity 19:34 How Early Did You Invest In These Companies 20:15 Is It Luck Or Genius That You Invested 22:04 How Do You Realize Whoโs Worth Investing In? 27:03 Spending Time With People Is The Best Identifier For Investing 28:37 Partnerships: Paradex Zashi is now Zodl 29:19 The Commonalities Of Successful Businesses Avichal Invested In 32:37 How Of Your Decision Is Based On The Principle Of โTheyโre Born To Do Itโ 34:00 Avichalโs Backstory 40:05 Connection Between Crypto & โThe Little Guyโ 43:32 How Does Silicon Valley Look At Crypto Investors 44:48 Partnerships: Trezor Sui 45:40 What Happens To Those Who Are In Crypto But Donโt Believe In It 47:26 Why The Majority Of People Canโt Buy & Hold In Crypto 53:28 Missionary vs Mercenary Explained 55:03 How High Can Bitcoin, ETH, & Crypto Get Based On These Principles? 1:01:06 The Compounding Effect & Logic Behind Bitcoin Investing 1:02:19 Applying This โCompound Effectโ To ETH, SOL, & Bitcoin 1:06:15 Any Other Crypto Assets That May Have Reached Insane Velocity In 2026 1:07:51 Avichalโs Thesis On SUI 1:10:20 Closing Thoughts
MR SHIFT ๐ฆ258,383 views โข 3 months ago
DROPS E35: Core DAO ๐ถ - Bitcoin yield without giving up your Bitcoin Rich is one of the initial contributors to Core DAO, the leading Bitcoin scaling solution. He's also a long-time Zcash holder and early backer of Z Protocol , a new privacy chain built on Core's Satoshi Plus consensus. We talk Bitcoin yield, financial privacy, AI surveillance, and why the next big move in crypto might not be where most people are looking. We talk about: - How Core DAO lets you earn yield on Bitcoin by time-locking it - without ever giving up custody - Why borrowing against Bitcoin makes sense now - OG Bitcoiners rotating to Zcash - what "transition" actually means and whether it's bad for Bitcoin - Z Protocol as the DeFi layer for private money - Why AI has made financial surveillance trivial - and why that accelerates privacy adoption - How Agents are leaving full financial fingerprints - and why privacy needs to be default on at the chain level And much more... Timestamps: 0:00 - Introduction 2:05 - What does Rich Rines do? 3:00 - Financial Freedom 4:09 - Journey from Bitcoin to Zcash 6:40 - Zcash Philosophy 8:38 - Transition to Zcash 11:20 - Who is Rich Rines? 11:46 - Bitcoin as Pristine Collateral 14:28 - Criticisms of Borrowing Strategy 16:52 - Explaining CORE 18:58 - Bitcoin Yield Story 20:29 - Misconception regarding CORE 22:08 - Time Lock 23:34 - Risk of using CORE 24:37 - Strategies used by CORE 26:42 - What Bitcoin Holders Want? 28:46 - Bitcoin Yield 30:10 - CORE Alpha 32:44 - SatPay 34:19 - Power Grid Thesis 35:37 - Satoshi Plus 37:07 - What is Z? 38:12 - Benefits of long-term Zcash Holder 40:01 - Vertical Integration 43:12 - Privacy for Agents 44:41 - Faux Privacy 46:14 - Privacy vs Government 49:01 - Zcashโs Future 50:01 - Conclusion
MR SHIFT ๐ฆ102,280 views โข 1 month ago
E166: Gracy Chen @Bitget - Single Mom. 2200 Employees. Top-5 Exchange Gracy Chen is CEO of Bitget - a top-5 global crypto exchange with 25 million users and $20B in daily trading volume. She went from TV journalist to MIT MBA to co-founding a unicorn startup to running one of the world's largest exchanges. She's also one of the few female CEOs in crypto who's been told directly by investors they won't back women who are married but don't have kids yet. So she built her own path! Timestamps: 0:00 Introduction 1:34 Please Subscribe 2:00 The Only Bad Experience With When Shift Happens 4:37 How Do We Motivate More Women To Join The Crypto Space 6:13 Bitgetโs Overall Work Environment Explained 7:06 How Gracy Manages 2,200 Remote Workers 10:09 Partnerships: Jupiter KAST 10:50 Who Is Gracy Chen? 13:04 Where Does Gracyโs Fire In The Belly Come From? 15:01 Why Is It Necessary To Go To The Best Schools 17:00 How Does Happiness Connect With Being The Best? 19:38 How Did Gracy End Up As A TV Host 23:45 The Hardest Part About Building A Business 26:10 Want-trepreneurs vs Entrepreneurs 28:52 Partnerships: Ethena Sumsub 29:52 Just Go and Do It 32:57 Why Investors Didnโt Invest In Gracyโs 2017 Project 34:55 Why Should People Care About Crypto Currencies & Blockchain 41:36 What Is Bitget, Explained Simply? 43:55 Gracyโs Breakdown Of Bitgetโs Numbers 45:09 How Bitget Got Over 40% Of Its Management Team To Be Female 46:48 Where Women Excel In Terms Of Business Management Practice 50:45 Where Do Men Excel In Business Management Practice 52:20 Partnerships: Trezor Bitwise Sui 53:17 What Are Gracyโs KPIs As The CEO Of Bitget? 56:45 How Bitget Is Growing The Pie To Continue Expanding 59:31 What Can An Exchange Do To Capitalize On Stablecoin Growth 1:01:32 How Much Of Gracyโs Life Is Run On Crypto 1:03:40 Whatโs The Endgame For Bitget? 1:05:49 Why Can Anyone Become A CEO? 1:09:28 Running A 2,200 Employee Company While Taking Care Of A Kid 1:11:22 How Has Bitget Evolved Since Gracy Joined In 2022 1:13:25 Something Gracyโs Holding Onto That She Knows She Should Let Go Of 1:15:01 What Sheโll Teach Her Son To End The โFailed Marriage Curseโ 1:17:12 What The Voice In Gracyโs Head Tells Her In The Morning & Evening 1:20:05 One Thing Gracyโs Learned That You Can Take With You 1:24:31 Closing Thoughts
MR SHIFT ๐ฆ104,170 views โข 1 month ago
E165: Backpack ๐ - Your broker holds your stocks. Backpack lets you use them Armani Ferrante is the co-founder and CEO of Backpack, a regulated global crypto exchange built from the rubble of the FTX collapse. He spent years building the foundational infrastructure of Solana - wallets, DEXs, developer frameworks - before FTX wiped out 90% of Backpack's balance sheet. So he decided not to quit. Timestamps: 0:00 Introduction 1:32 Please Subscribe 1:56 Michel Foucault & The Panopticon Metaphor 5:25 Armaniโs Philosophical View on Crypto 7:50 Who Is Armani Ferrante? 8:39 Partnerships: Jupiter KAST 9:19 Armaniโs Chip On The Shoulder 10:43 Getting Hired Twice At Alameda Research 13:46 Being Able To Work On Early Solana Projects 14:43 Leaving Alameda to Build Backpack 18:26 FTX Fomo? 23:32 Partnerships: Ethena Sumsub 24:34 How Armani & Backpack Got Affected By The FTX Collapse 32:37 The Solana Ecosystem Today 36:25 The MadLad Story 42:03 How Important Was The MadLad For Backpack? 43:40 What Crypto Should Be 49:36 Crypto Inflection Point 51:59 Partnerships: Trezor Bitwise Sui 52:55 Explain Backpack To Your Uber Driver 57:36 Crypto Is A Test Bed 1:04:15 Why You Might Not Own the Stocks You think you Own 1:06:41 Unified Margin Accounts 1:15:20 Why Armani Moved to Tokyo 1:17:18 Why Backpack is best Positioned to Win in Japan 1:18:43 How to Bootstrap a Regulated Exchange 1:21:53 Closing Thoughts
MR SHIFT ๐ฆ103,978 views โข 2 months ago
E162: CoinGecko: How CoinGecko became crypto's most trusted data layer Bobby Ong is the co-founder and CEO of CoinGecko - the data backbone of the crypto industry, bootstrapped with $200 and now rumoured to be worth $500M. We get into the CoinMarketCap vs CoinGecko debate, a failed NFT acquisition, and the sale rumour he can't fully deny. Timestamps: 0:00 Intro 5:10 What is CoinGecko? 13:35 Partnerships: Jupiter KAST Sumsub 23:58 Whatโs the deal with Pudgy Penguins? 30:25 Partnerships: Trezor @BitwiseInvest Sui 34:00 Donโt Chase Fast Cash 40:41 The Most Painful Moment of CoinGecko 50:20 Explain CoinGecko To Your Mom 1:08:08 Whatโs The Playbook To Survive the Cycle 1:16:01 Why Stay in Malaysia? 1:24:00 Is being #2 Frustrating or Motivating? 1:27:17 CoinMarketCap vs CoinGecko 1:30:00 Why Your Big Bet Didnโt Work Out 1:35:00 Red Flags in Acquisitions 1:38:00 CoinGecko Being Sold For $500M Rumor 1:39:00 When Is The Right Moment to Sell?
MR SHIFT ๐ฆ135,967 views โข 2 months ago
E95: Hyperliquid : How to Win in Crypto (By building for users, not VCs) jeff.hl (aka "Jeff Basedzos") is the CoFounder & CEO of Hyperliquid Labs, the Company behind Hyperliquid Hyperliquid is one of the most hyped L1s, includes a decentralized perpetual exchange with more than $1.5 Billion in daily trading volume, and aspires to become "the AWS of Liquidity" Timestamps 0:00 Intro 2:25 Hyperliquid's Unique Vision 5:32 From Top10 MM to Hyperliquid 9:55 Improving DeFi UX 12:12 Speculation vs. Value 14:02 Is Jeff Autistic? 16:29 Impact 19:26 Hyperliquid Unique VP 21:58 Why Jeff can't retire early 23:25 Building hard things 26:34 Why is Jeff doing Crypto? 31:00 Purpose 33:40 The Hyperliquid Mum's Test 36:02 The Community at the center 42:43 Scams 46:59 Rewarding Real Innovation in Crypto 50:36 The JEFF BEZOS of Crypto MEME 55:40 AWS of Liquidity 59:09 Empires to be built on Builders code 1:02:17 Hyperliquidโs Role in Cryptos Future 1:05:19 Non-Consensus Beliefs 1:07:00 Taking Things Less Personally
MR SHIFT ๐ฆ641,568 views โข 1 year ago
E136: How to Build Wealth in an AI Economy - and The Role of Crypto - Selini Capital Founder and CIO Jordi Alexander breaks down why the concept of retirement is obsolete in a world of AI, fiat dilution, and exponential wealth creation - and how crypto is the cleanest hedge we have. Timestamps 0:00 Introduction 1:59 Partnerships Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 3:00 Surviving on Five Hours 4:31 Years of Growth 5:28 Who is Jordi Alexander? 7:22 No Voice in My Head 9:52 Self Custody with Trezor 10:45 Beyond Money and Work 13:23 Chip on the Shoulder 15:38 Moving Continents, Changing Self 17:12 Why $100K Feels Poor 19:05 When Money Stops Working 25:00 Judgement is Currency 27:05 Why Retirement Doesnโt Exist 30:18 Why Old Money Fades 33:27 Being Valuable to Society 35:03 Why Cash Loses Value 39:30 Why Stocks Canโt Beat Inflation 42:00 Crypto and the Next Frontier 44:03 Where Is Wealth Truly Safe? 48:53 Why Bitcoin Is the Bet 54:55 Altcoin Cycles Explained 56:57 Why Most Traders Lose 1:00:14 The Financial Death Wish 1:04:50 Winners, Losers, and NPCs 1:09:21 Clicks vs Credibility in Crypto 1:13:13 Rethinking the Retirement Mindset 1:14:33 Becoming Economically Productive 1:17:30 EQ and IQ 1:18:16 Escaping Survival Mode 1:20:40 Wealth Without Luck 1:21:26 Judging Who to Trust 1:25:27 Inefficiency is Opportunity 1:27:28 From Survival to Superpowers 1:29:34 Scaling Beyond Survival 1:31:02 Playing Offense 1:33:49 Bitcoin: Offense or Defense? 1:34:55 Beyond Four Year Cycles 1:36:57 Early in the Game 1:37:58 Destroying your Ego 1:42:57 Small Errors, Big Consequences 1:46:01 A Timeless Thesis 1:48:36 The Cost of Burnout 1:51:09 Protecting Your Time 1:52:47 Poker Productivity 1:55:14 Knowing When to Let Go 1:57:45 Seeing How the River Changes
MR SHIFT ๐ฆ325,496 views โข 9 months ago
E148: Brian Armstrong Brian Armstrong is the CoFounder & CEO of Coinbase ๐ก๏ธ Brian opens up about building and leading Coinbase through chaos, burnouts, lawsuits and political attacks while staying focused on the ultimate mission: creating more economic freedom in the World. Timestamps 0:00 Introduction 1:57 You Need Security? 3:45 Who Are You 5:21 More About Being An Introverted Kid 6:33 What Gave Brian The Chip On The Shoulder 11:38 Partnerships: Jupiter (๐ฑ, ๐) Paradex KAST 12:31 How Much Of Your Mission Is Driven By Your Past 15:25 The Baldness Story 17:24 Turning Bald Into A Superpower 21:30 Brian's Thoughts On Solo Founders 25:26 How Did Your Co-Founder Leaving Make You Feel 29:24 Another Tough Moment In The History Of Coinbase 31:09 Accepting Co-Founder Departure Without Feeling The Burnout 33:00 Partnerships: Trezor Bitwise Sui Story 34:15 How Brian Got Fascinated By Bitcoin & Blockchain 37:02 How Long Did It Take To Go All In 38:47 Creating More Economic Freedom In The World Meaning 44:16 The Role Of Privacy Creating More Economic Freedom 47:23 Coinbase Explained To Your Mom 52:05 Trying To Help But Running Into Unreasonable People 56:40 Lasting So Long Through Wall After Wall, How? 1:02:06 Big Things That Needed To Change Before Burnout 1:05:53 What Do The Audience Not Know About Being Brian 1:10:10 Gaining Self Irrational Beliefs 1:11:53 Something Brian Canโt Do 1:13:15 Things You Were Wrong About That Turned Into Successes 1:15:21 How Brian Felt On The IPO Day & The Day After 1:20:27 Do You Look Back At Many Milestones 1:21:56 When Is The Job Done For Brian 1:23:48 Having A Minimalist Lifestyle 1:25:50 One Secret To Building A Business Plus Finding The Right Partner 1:30:43 The Fundraising System For Entrepreneurs Is Broken 1:33:09 The Role Of Centralized Exchanges 1:35:26 Endgame For Coinbase 1:36:00 Are You Happy 1:37:33 The Impact Of Being Worth Billion On Your Fulfillment 1:40:53 One Thing Youโre Holding On To That You Should Let Go Of 1:43:06 The Voice In Your Head Is Saying? 1:45:03 One Lesson To Takeaway 1:46:20 A Belief Brian Has That Most Donโt
MR SHIFT ๐ฆ229,818 views โข 6 months ago
E124: Gavin Wood reveals why crypto has failed and how network founders can work together to save it! Gavin Wood is the co-founder of Ethereum, the creator of the EVM and the Solidity language, and the Founder of Polkadot & Parity Technologies Timestamps: 0:00 Introduction 1:59 Partnerships:Jupiter, , Sui, Mantle, Forza! BTC 2:40 Spending Crypto with KAST (old) 6:26 Stablecoins Are Just Banks 7:26 Regulation Destroys Web3 Vision 11:20 Self-Custody with Trezor 12:13 The Illusion of Free Society 14:27 Self-Sovereignty or Societal Collapse 15:59 Why I Stopped Trusting Systems 18:46 Attaining Self-Sovereignty 24:33 Rethinking the Social Contract 27:27 Network States Need Territory 33:09 Can Networks Work Together? 39:28 Why Blockchain Governance Is Broken 45:41 DAOs Are Just Better Governments 50:04 Democracy Fails Without Shared Fate 53:10 Turning Greed Into Alignment 56:07 Polkadotโs Mixed Governance Results 58:25 Polkadotโs Transparency Problem 1:06:39 Network Foundersโ Hardest Problems 1:09:36 Why I Hate Managing 1:11:57 From CEO To Architect 1:13:21 Defining Good for Polkadot 1:14:56 Letting Go Of Control 1:18:29 Charismatic Leaders vs Protocols 1:23:53 Polkadot Without Gavin Wood 1:26:58 Bitcoin as Digital Gold 1:31:44 Bitcoin: Swiss Bank In Pocket 1:33:33 Does Best Tech Always Win? 1:38:03 Solve Hard Problems, Products Will Follow 1:45:37 Fart Coins and Financial Escapism 1:49:51 Ethereum L2s vs Polkadot Parachains 2:03:20 Building useful stuff on Parachains like Enter the Mythos & 2:04:34 Multi-Core Elastic Scaling 2:10:08 JAM vs. Ethereum Explained 2:20:51 Is JAM Good For Polkadot? 2:22:33 Ethereumโs Layer Two Mistake 2:24:48 The L2 Power Grab 2:26:25 Has Crypto Failed? 2:32:02 Rebuilding Cryptoโs Core Ethos 2:36:51 The Mixed Blessing Of Wealth 2:45:35 Dealing With Injustice 2:52:10 Curiosity Fuels Joyful Living 2:53:27 Concluding Remarks
MR SHIFT ๐ฆ379,091 views โข 1 year ago